BlueSky Wealth Advisors, LLC Portfolio Holdings
Q3 2025•80 long positions•$741.6M portfolio value
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Holding80 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $162.1M 21.86% | +$470.5K Bought | — 6.2M shares | 6.1M → 6.2M +$470.5K | +0.29% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $61.5M 8.3% | +$2.2M Bought | — 770.0K shares | 742.3K → 770.0K +$2.2M | +3.73% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $52.6M 7.09% | +$2.8M Bought | — 2.2M shares | 2.1M → 2.2M +$2.8M | +5.54% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $41.1M 5.54% | -$593.1K Sold | — 1.3M shares | 1.3M → 1.3M −$593.1K | -1.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $38.9M 5.24% | -$430.0K Sold | — 1.2M shares | 1.2M → 1.2M −$430.0K | -1.09% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $37.4M 5.04% | +$1.1M Bought | — 1.4M shares | 1.3M → 1.4M +$1.1M | +3.03% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $31.6M 4.26% | -$120.1K Sold | — 1.4M shares | 1.4M → 1.4M −$120.1K | -0.38% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $27.5M 3.71% | +$52.5K Bought | — 984.8K shares | 983.0K → 984.8K +$52.5K | +0.19% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $27.0M 3.65% | -$1.8M Sold | — 87.8K shares | 93.8K → 87.8K −$1.8M | -6.34% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $25.3M 3.41% | +$424.7K Bought | — 377.9K shares | 371.5K → 377.9K +$424.7K | +1.71% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $21.4M 2.88% | +$1.4M Bought | — 990.8K shares | 926.0K → 990.8K +$1.4M | +7.01% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $17.1M 2.3% | +$244.5K Bought | — 293.5K shares | 289.3K → 293.5K +$244.5K | +1.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.7M 2.25% | +$480.9K Bought | — 205.6K shares | 199.7K → 205.6K +$480.9K | +2.97% | — — | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $15.4M 2.07% | +$8.2M Bought | 0.0% 82.4K shares | 38.7K → 82.4K +$8.2M | +112.87% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $14.2M 1.91% | -$395.8K Sold | — 330.0K shares | 339.2K → 330.0K −$395.8K | -2.72% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.6M 1.7% | -$775.4K Sold | — 169.5K shares | 179.9K → 169.5K −$775.4K | -5.79% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.5M 1.55% | -$580.2K Sold | — 103.5K shares | 108.7K → 103.5K −$580.2K | -4.8% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $11.4M 1.54% | -$459.1K Sold | — 215.2K shares | 223.8K → 215.2K −$459.1K | -3.87% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.1M 1.36% | -$406.3K Sold | — 39.8K shares | 41.4K → 39.8K −$406.3K | -3.86% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.0M 1.34% | -$452.6K Sold | — 184.0K shares | 192.3K → 184.0K −$452.6K | -4.34% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.4M 0.994% | -$104.4K Sold | — 73.5K shares | 74.6K → 73.5K −$104.4K | -1.4% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.2M 0.965% | -$257.4K Sold | — 119.4K shares | 123.7K → 119.4K −$257.4K | -3.47% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $7.2M 0.964% | -$389.7K Sold | 0.0% 29.4K shares | 31.0K → 29.4K −$389.7K | -5.17% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $6.3M 0.849% | — | — 163.2K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $5.8M 0.782% | +$240.6K Bought | 0.0% 26.4K shares | 25.3K → 26.4K +$240.6K | +4.33% | $2.34T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $5.6M 0.753% | -$198.3K Sold | — 61.1K shares | 63.2K → 61.1K −$198.3K | -3.43% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $5.0M 0.672% | -$6.7K Sold | — 7.5K shares | 7.5K → 7.5K −$6.7K | -0.13% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $4.7M 0.637% | -$144.7K Sold | — 49.6K shares | 51.2K → 49.6K −$144.7K | -2.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.7M 0.503% | -$238.3K Sold | — 17.9K shares | 19.0K → 17.9K −$238.3K | -6.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 0.465% | +$9.4K Bought | — 5.2K shares | 5.1K → 5.2K +$9.4K | +0.27% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.9M 0.385% | -$89.8K Sold | — 29.2K shares | 30.1K → 29.2K −$89.8K | -3.05% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $2.7M 0.364% | +$401.1K Bought | 0.0% 10.6K shares | 9.0K → 10.6K +$401.1K | +17.43% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
Insurance - Property & Casualty Financial Services | $2.3M 0.308% | — | 0.009% 14.5K shares | — | — | $24.7B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.0M 0.276% | +$212.0K Bought | — 6.2K shares | 5.6K → 6.2K +$212.0K | +11.57% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $2.0M 0.267% | +$72.9K Bought | 0.0% 8.1K shares | 7.8K → 8.1K +$72.9K | +3.83% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.9M 0.258% | -$8.0K Sold | — 29.0K shares | 29.1K → 29.0K −$8.0K | -0.42% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.8M 0.245% | +$8.2K Bought | — 15.3K shares | 15.2K → 15.3K +$8.2K | +0.45% | — — | Q4 2016 Held for 8y 11m | |
Insurance - Diversified Financial Services | $1.4M 0.188% | +$113.1K Bought | 0.0% 2.8K shares | 2.6K → 2.8K +$113.1K | +8.81% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.4M 0.184% | -$8.6K Sold | — 15.7K shares | 15.8K → 15.7K −$8.6K | -0.63% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $1.3M 0.179% | +$76.4K Bought | 0.0% 1.8K shares | 1.7K → 1.8K +$76.4K | +6.12% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.1M 0.149% | +$253.8K Bought | 0.0% 2.1K shares | 1.6K → 2.1K +$253.8K | +29.91% | $3.85T Mega Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $1.1M 0.145% | -$13.2K Sold | 0.0% 3.4K shares | 3.5K → 3.4K −$13.2K | -1.21% | $867.35B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.0M 0.139% | -$388.3 Sold | — 10.6K shares | 10.6K → 10.6K −$388.3 | -0.04% | — — | Q4 2016 Held for 8y 11m | |
Household & Personal Products Consumer Defensive | $1.0M 0.139% | — | 0.005% 11.7K shares | — | — | $21.3B Large Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $992.5K 0.134% | -$79.0K Sold | 0.0% 3.5K shares | 3.8K → 3.5K −$79.0K | -7.38% | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Agricultural - Machinery Industrials | $869.4K 0.117% | -$32.4K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$32.4K | -3.6% | $223.53B Mega Cap | Q4 2018 Held for 6y 11m | |
Information Technology Services Technology | $807.8K 0.109% | — | 0.0% 2.9K shares | — | — | $262.84B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $806.7K 0.109% | +$23.7K Bought | — 4.3K shares | 4.2K → 4.3K +$23.7K | +3.02% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $763.6K 0.103% | — | — 2.1K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Industrial - Distribution Industrials | $724.3K 0.098% | — | 0.002% 760.0 shares | — | — | $45.6B Large Cap | Q2 2022 Held for 3y 5m |
